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Installing IXIASOFT CCMS 6.4 Components

Deploying IXIASOFT CCMS Desktop
Installing IXIASOFT CCMS Web
Installing IXIASOFT CCMS Output Generator
Installing IXIASOFT CCMS Scheduler
Notices

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Installing IXIASOFT CCMS Scheduler
Install Guide for administrators on how to install IXIASOFT CCMS Scheduler for their on-premise deployment.
Installing and configuring IXIASOFT CCMS Scheduler
Configure IXIASOFT CCMS Scheduler jobs
This section describes how to configure each IXIASOFT CCMS Scheduler job.
Generating time-based review notifications
You can configure IXIASOFT CCMS Scheduler so that it sends notifications reminding reviewers that their reviews are due.
Configuring time-based review notifications

Installing IXIASOFT CCMS Scheduler
Install Guide for administrators on how to install IXIASOFT CCMS Scheduler for their on-premise deployment.
- Introduction
  This document provides the procedures to install and configure the IXIASOFT CCMS Scheduler for IXIASOFT CCMS 6.4.
- About IXIASOFT CCMS Scheduler
  IXIASOFT CCMS Scheduler is server-side application that schedules and executes jobs such as sending notifications, creating activity reports, etc.
- Installing and configuring IXIASOFT CCMS Scheduler
  - Download and extract IXIASOFT CCMS Scheduler files
    Before you can install IXIASOFT CCMS Scheduler, you must download and extract the installation files.
  - Configure the connection to the Content Store
    IXIASOFT CCMS Scheduler must connect to the Content Store to synchronize the configuration locally.
  - Import IXIASOFT CCMS Scheduler email templates
    This procedure describes how to import the templates for IXIASOFT CCMS Scheduler email notifications.
  - Configure Kerberos authentication on IXIASOFT CCMS Scheduler (Windows only)
    If IXIASOFT CCMS Scheduler connects to a IXIASOFT TEXTML Server that uses Kerberos authentication, you must configure Kerberos authentication for the CCMS Scheduler.
  - Configure IXIASOFT CCMS Scheduler jobs
    This section describes how to configure each IXIASOFT CCMS Scheduler job.
    - Schedule user-defined reports
      This section describes how to configure the IXIASOFT CCMS Scheduler to generate user reports created with IXIASOFT CCMS.
    - Generating activity reports
      The IXIASOFT CCMS Scheduler can be configured so that users can receive notifications when any object (maps, topics, and images) assigned to the user reaches a status that requires the user's action.
    - Generating email notifications for active Collaborative Review assignments
      IXIASOFT CCMS Scheduler can be configured so that users can receive email notifications when a Collaborative Review has been assigned to them and is available in IXIASOFT CCMS Web.
    - Generating reminder notifications
      The IXIASOFT CCMS Scheduler can be configured so that users can receive reminders when one or more documents with a due date require the user's action.
    - Generating map review reports
      The IXIASOFT CCMS Scheduler can be configured so that users with the role of project coordinator can receive status updates on maps in final review.
    - Generating topic review reports
      IXIASOFT CCMS Scheduler can be configured so that users with the role of project coordinator can receive status updates on topics in review status.
    - Cleaning the outbox collection
    - Generating time-based review notifications
      You can configure IXIASOFT CCMS Scheduler so that it sends notifications reminding reviewers that their reviews are due.
      - Configuring time-based review notifications
        
        Configure the TimeBasedReviewReport job in the schedule.xml file
        To configure time-based review notifications, you first configure the job in the schedule.xml file.
        
        Customize the time-based review notifications templates
    - Sending Bulletin Board messages
      By default, the IXIASOFT CCMS Scheduler is configured to send an email to the members of a project when a message is added to the project's bulletin board. This is performed by the ProjectMessageJob job.
    - Overriding the default connection information in the schedule.xml file
      You can configure a job to be performed using different connection information than the default connection information configured in the <configuration> element in the schedule.xml file.
  - Install and start IXIASOFT CCMS Scheduler service (Windows)
    To install IXIASOFT CCMS Scheduler on Windows, you run a batch file and start the service.
  - Install and start IXIASOFT CCMS Scheduler daemon (Linux)
    To install IXIASOFT CCMS Scheduler on Linux, you install CCMS Scheduler as a daemon and then start it.
- Troubleshooting IXIASOFT CCMS Scheduler
  To confirm that the IXIASOFT CCMS Scheduler is running properly or to troubleshoot the Scheduler, look at the Scheduler log file.

Configuring time-based review notifications

To configure the time-based review notifications:

Configure the job in the schedule.xml file.
Customize the time-based review notification templates.

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